Westwood Quality Annual Yield vs. Three Year Return
| WHGCX Fund | USD 21.25 1.31 5.81% |
For Westwood Quality profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Westwood Quality to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Westwood Quality Smallcap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Westwood Quality's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Westwood Quality Smallcap over time as well as its relative position and ranking within its peers.
Westwood |
Westwood Quality Smallcap Three Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Quality's current stock value. Our valuation model uses many indicators to compare Westwood Quality value to that of its competitors to determine the firm's financial worth. Westwood Quality Smallcap is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in three year return among similar funds reporting about 568.75 of Three Year Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Westwood Quality's earnings, one of the primary drivers of an investment's value.Westwood Three Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Westwood Quality |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Westwood Quality |
| = | 4.95 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Westwood Three Year Return Comparison
Westwood Quality is currently under evaluation in three year return among similar funds.
Westwood Quality Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Westwood Quality, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Westwood Quality will eventually generate negative long term returns. The profitability progress is the general direction of Westwood Quality's change in net profit over the period of time. It can combine multiple indicators of Westwood Quality, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds , real estate investment trusts and master limited partnerships.
Westwood Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Westwood Quality. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Westwood Quality position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Westwood Quality's important profitability drivers and their relationship over time.
Use Westwood Quality in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Westwood Quality position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Westwood Quality will appreciate offsetting losses from the drop in the long position's value.Westwood Quality Pair Trading
Westwood Quality Smallcap Pair Trading Analysis
The ability to find closely correlated positions to Westwood Quality could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Westwood Quality when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Westwood Quality - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Westwood Quality Smallcap to buy it.
The correlation of Westwood Quality is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Westwood Quality moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Westwood Quality Smallcap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Westwood Quality can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Westwood Quality position
In addition to having Westwood Quality in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Obamacare Repeal
Healthcare and drug manufacturing companies that will most likely be affected by the final stages of Obamacare repeal. The Obamacare Repeal theme has 56 constituents at this time.
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Other Information on Investing in Westwood Mutual Fund
To fully project Westwood Quality's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Westwood Quality Smallcap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Westwood Quality's income statement, its balance sheet, and the statement of cash flows.
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